+303.7%
RH vs VOO
+314.0%
-10.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -2.8% |
| 7D | -1.4% | +0.5% | -1.9% | -2.3% |
| 30D | -27.4% | -0.9% | -26.4% | -26.1% |
| 3M | -3.0% | +3.9% | -6.9% | -8.8% |
| 6M | +0.2% | +14.5% | -14.3% | -20.0% |
| YTD | -20.5% | +13.0% | -33.4% | -34.6% |
| 1Y | -40.9% | +19.4% | -60.3% | -55.8% |
| 3Y | -54.2% | +78.9% | -133.1% | -80.2% |
| 5Y | -78.8% | +82.3% | -161.1% | -90.8% |
| 10Y | +303.7% | +314.2% | -10.6% | -32.7% |
| All | +303.7% | +314.0% | -10.4% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling